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iShares iBonds 2025 Term High Yield and Income ETF
IBHE

Overview Fund Activity

70 hedge funds and large institutions have $183M invested in iShares iBonds 2025 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
34
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27M
2
AWM
2
AE Wealth Management
Kansas
$14.9M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$14.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.66M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
RPSA
2
Richard P. Slaughter Associates
Texas
$14.2M
3
SCA
3
Snowden Capital Advisors
New York
$0
4
KF
4
Krilogy Financial
Missouri
$3.82M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.14M +$175K +7,648 +18%
EWA
27
EP Wealth Advisors
California
$1.06M +$1.06M +46,360 New
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$1.03M +$18.8K +818 +2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$915K +$39.9K +1,740 +5%
SPWM
30
Straight Path Wealth Management
Michigan
$858K +$83.5K +3,643 +11%
WRPWM
31
Werba Rubin Papier Wealth Management
California
$757K -$76.3K -3,328 -9%
IF
32
Ironwood Financial
Arizona
$749K +$38.9K +1,695 +5%
TFS
33
Thoroughbred Financial Services
Tennessee
$605K +$62.9K +2,744 +12%
PFM
34
Phillips Financial Management
Indiana
$601K +$527 +23 +0.1%
WI
35
WrapManager Inc
California
$571K +$37.3K +1,625 +7%
HCM
36
Howland Capital Management
Massachusetts
$567K +$567K +24,730 New
Osaic Holdings
37
Osaic Holdings
Arizona
$534K +$268K +11,705 +101%
SWP
38
Summit Wealth Partners
Florida
$486K +$11.7K +510 +2%
SS
39
Sunbelt Securities
Texas
$445K – – –
VNA
40
Valley National Advisers
Pennsylvania
$400K +$2.89K +126 +0.7%
RJA
41
Raymond James & Associates
Florida
$388K -$15K -652 -4%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$382K +$58.7K +2,562 +18%
LNC
43
Lincoln National Corp
Pennsylvania
$377K -$6.6K -288 -2%
LIA
44
LBMC Investment Advisors
Tennessee
$323K +$50.1K +2,213 +18%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$275K +$275K +12,015 New
SWA
46
Sightline Wealth Advisors
Connecticut
$268K +$268K +11,666 New
BFA
47
BBJS Financial Advisors
Washington
$247K +$46 +2 +0%
WCM
48
Windsor Capital Management
Arizona
$247K +$6.49K +283 +3%
HL
49
HeadInvest LLC
Maine
$230K – – –
FWM
50
Fairhaven Wealth Management
Illinois
$224K – – –
1
2
3